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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,059 hedge funds and large institutions have $20B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 410 increasing their positions, 415 reducing their positions, and 83 closing their positions.

Holders
1,059
Holders Change
-28
Holders Change %
-2.58%
% of All Funds
18.31%
Holding in Top 10
146
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.8%
% of All Funds
2.52%
New
69
Increased
410
Reduced
415
Closed
83
Calls
$2.23M
Puts
$212K
Net Calls
+$2.02M
Net Calls Change
+$217K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.69B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.65B
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$325M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.26B
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$255M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$94.5M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$0
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$498K
5
HI
5
Horizon Investments
North Carolina
$38.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CPO
26
Cerity Partners OCIO
New York
$113M 1,711,162 -18,901 -1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$108M 1,638,034 +41,008 +3%
SAM
28
Securian Asset Management
Minnesota
$103M 1,556,286 -15,940 -1%
Mariner
29
Mariner
Kansas
$99.3M 1,502,768 +25,586 +2%
CCMG
30
Clark Capital Management Group
Pennsylvania
$98.5M 1,490,823 +1,365,257 +1,087%
AC
31
Allstate Corporation
Illinois
$94.5M 1,430,000 -2,895,400 -67%
CA
32
Cetera Advisors
Colorado
$87.9M 1,330,278 +42,455 +3%
AssetMark Inc
33
AssetMark Inc
California
$87.9M 1,329,816 +106,191 +9%
MML Investors Services
34
MML Investors Services
Massachusetts
$85M 1,285,206 +183,545 +17%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$84.5M 1,278,453 +159,252 +14%
AWS
36
AJ Wealth Strategies
New York
$84.5M 1,277,610 -43,779 -3%
5L
37
55I LLC
Massachusetts
$76.2M 1,152,638 +332,617 +41%
JIC
38
Johnson Investment Counsel
Ohio
$75.7M 1,145,532 +6,011 +0.5%
FA
39
Financial Advisors
Massachusetts
$68.6M 1,042,655 +25,937 +3%
IWC
40
Integrated Wealth Concepts
Massachusetts
$61.6M 931,877 +44,750 +5%
SP
41
Symmetry Partners
Connecticut
$61.1M 924,578 +4,932 +0.5%
GW
42
GW & Wade
Massachusetts
$59.3M 897,812 -7,145 -0.8%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$58.8M 888,814 +65,864 +8%
PAS
44
Park Avenue Securities
New York
$56.9M 860,910 +258,183 +43%
Two Sigma Investments
45
Two Sigma Investments
New York
$53.9M 815,800 -186,500 -19%
SPIA
46
Steward Partners Investment Advisory
New York
$47.4M 717,186 -6,456 -0.9%
HF
47
Halpern Financial
Virginia
$46.9M 709,132 +22,703 +3%
PAG
48
Private Advisor Group
New Jersey
$45.4M 686,928 -15,668 -2%
AWM
49
AE Wealth Management
Kansas
$45.3M 685,042 +303,475 +80%
LFA
50
Legacy Financial Advisors
Kentucky
$44.8M 677,925 -141,608 -17%
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